Bridges Lake Macquarie Financial Planner Craig Orbell has been recognised for his commitment to service excellence, being named No.3 in the Bridges Top 10 at its recent National Conference.
He secured the position within a network of over 170 financial planners across the Bridges Financial Services’ network and is the latest in a string of accolades Craig has received during his time with the nation-wide financial planning and stockbroking firm.
Bridges & Associates CEO Nathan Stanton said the Top 10 was a recognition by peers and testament to the calibre of Craig’s knowledge and skill.
“The Bridges Top 10 is considered by our financial planners to be the aspirational benchmark in terms of peer recognition and Craig is deserving of it,” Nathan said.
“We are proud to support Craig in his vision to help individuals and families achieve financial security and peace of mind through sound financial advice.”
“At Bridges, we believe that financial advice makes a difference and this award acknowledges Craig as a high calibre financial planner with a strong, innovative approach to business and a whole-hearted commitment to providing quality financial advice.”
The Bridges Lake Macquarie team has been consistently recognised for outstanding achievement since establishing its office in late 2016. Honours include being named Bridges Branch of the Year in 2017 for the high level of service and support the practice provides to their clients.
On an individual level, in addition to being named No.3 Craig was awarded the Excellence in Advice Award and Risk Writer of the Year in 2018.
“Receiving this award is a great honour and I thank the entire team at Bridges Lake Macquarie who have contributed to the outstanding success we have experienced over the past years,” Craig said.
“Our practice is committed to delivering professional financial advice that helps our clients in achieving their financial and lifestyle goals and this award is recognition of our passion for what we do and the way we go about it.”
Bridges Lake Macquarie specialises in providing investment and retirement planning advice, superannuation selection and management, wealth building strategies, personal insurance, aged care advice, estate planning, retrenchment advice and business succession planning.